Other · DOL Form 5500 · 2023
Southeastern Regional Medical Center Retirement Plan
Data updated 2026-08-11
- $123M
- Total assets
- 2,074
- Participants
- 92nd
- Percentile by assets
- $59,100
- Avg per participant
Official DOL plan name: Southeastern Regional Medical Center Tax-Deferred Savings Plan · Sponsored by Southeastern Regional Medical Center · North Carolina · Healthcare & Social Assistance
$123M in assets, 2,074 participants
Southeastern Regional Medical Center's Southeastern Regional Medical Center Tax-Deferred Savings Plan reported $123M in total assets and 2,074 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 92nd percentile by assets (of 127,072 plans)
- #16,531 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Southeastern Regional Medical Center Tax-Deferred Savings Plan covers 2,074 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $123M.
- $123M
- total plan assets (2023 EOY)
- 2,074
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $59,100
- avg assets per participant
Where Southeastern Regional Medical Center Tax-Deferred Savings Plan sits by total assets
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,572,635 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan end-of-year assets rose from $115M in the plan year 2022 filing to $123M in the plan year 2023 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported participants fell from 2,190 in the plan year 2022 filing to 2,074 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Southeastern Regional Medical Center Tax-Deferred Savings Plan reports 2,074 participants - 2.5x that state average ($123M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $7M |
| Employer EIN | 560530233 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Regional Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,190 | $115M |
| 2023 | 1 | 2,074 | $123M |
| 2024 | 1 | 2,241 | $127M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southeastern Regional Medical Center Tax-Deferred Savings Plan by total assets, not by location.
- Moravian University Retirement Plan (PA) $122M · 497
- The Blake School Defined Contribution Plan (MN) $123M · 356
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Building (NY) $122M · 1,073
Frequently Asked Questions
How did Southeastern Regional Medical Center Tax-Deferred Savings Plan assets move in 2023? ▼
How have Southeastern Regional Medical Center plan assets changed over time? ▼
Where does Southeastern Regional Medical Center Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southeastern Regional Medical Center Tax-Deferred Savings Plan? ▼
Next read for Southeastern Regional Medical Center Tax…
Filing takeaways
Ways to act on Southeastern Regional Medical Center Tax-Deferred Savings Plan's numbers.
- By total assets, Southeastern Regional Medical Center Tax-Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Southeastern Regional Medical Center's sponsor-wide assets have grown 10.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans